Content Hub

Your all-in-one practice management hub for blogs, ebooks, webinars and Canopy case studies.

Accountability Services: Modern Excellence in Accounting with Canopy

Discover how Accountability Services, a forward-thinking accounting firm, leveraged Canopy's solutions for streamlined operations, enhanced efficiency, and improved client satisfaction.

3 min read LEARN MORE

Charting the Future of Accounting

Canopy and CPA Practice Advisor partnered on a survey asking accountants how they saw the profession today and where they thought it would be in three to five years. In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. The survey focused on automation, AI, technology usage, security, client interactions, workforce dynamics, work models and more. Come learn what your peers had to say and get some insights on the future of the profession.

2 min read LEARN MORE

Canopy Summit 2024

Whether you’re sharpening skill as a current Canopy user or exploring new opportunities, you’ll gain valuable tools to drive success in 2025 and beyond.

2 min read LEARN MORE

Hannah Smolinski Shares How to Scale Smart with Tips for Small Business Success

Hannah Smolinski shares financial strategies for scaling small businesses, including the benefits of fractional CFO services, overcoming hiring challenges, and adapting to industry changes.

4 min read LEARN MORE

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Client Relationships

12 Ways to Enhance Client Management Effectively & Efficiently

The key to success in any business is building lasting relationships with clients. However, managing relationships is complicated due to numerous human factors. People are still...

12/10/24 LEARN MORE

Tax Preparation and Planning

What you Need to Know for Tax Season 2025

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on demand

Webinars

Struggling with Workflow Chaos? Discover How Identifying Your...

Hosted by:

11/11/24 LEARN MORE

Blogs

Their Loss, Your Gain: The Smarter Document Management Choice

Many in the industry have been sounding the clarion call to examine your firm tech stack. It’s not uncommon to hear rumors that older softwares are being sunset, or for users to...

12/06/24 LEARN MORE

Client Relationships

TaxBee & Co: How Employees Save 20 Hours a Week Using Canopy

Profile TaxBee was founded in 2017 by Bianca Ferguson, a seasoned accountant with over two decades of experience and a passion for helping clients manage their finances. Starting...

12/06/24 LEARN MORE

Blogs

Bianca Ferguson on Empowering Growth Through Technology

In this episode of Canopy Practice Success, Bianca Ferguson shares her journey of becoming a trailblazing leader in the accounting industry. Starting as a teenager learning the...

12/05/24 LEARN MORE

Blogs

When to Use Client Requests Versus Client Email Templates in Canopy

Streamlining your workflow isn’t just about saving time—it’s about eliminating the frustration of repetitive, labor-intensive tasks that can weigh us down as accountants. But...

12/04/24 LEARN MORE

upcoming

Webinars

The Guide to 2025 Tax Season - Individual Updates

Speaker: Tanya Baber Date: December 17th, 2024 Time: 1 PM EST

12/17/24 LEARN MORE

Blogs

Step-by-Step Guide for Generating 1099 Custom Report with QuickBooks...

Working on 1099s can feel overwhelming—especially with the time it takes to double-check everything. Typically, we need to pull up the Profit and Loss report and the 1099 Vendor...

11/26/24 LEARN MORE

Practice Management

AccountAbility: Enjoying a Firm-wide OS and Cost Savings with Canopy

Profile AccountAbility, based in Southern New Hampshire and led by seasoned accountant Melissa Laverty, has provided accounting services for over 24 years. Primarily focused on...

11/21/24 LEARN MORE

Practice Management

How Accountants Can Avoid Scope Creep and Protect Their Business

As an accountant, you're likely familiar with the scenario: a client asks for "just one more thing," and before you know it, you're handling tasks far beyond the original...

11/20/24 LEARN MORE

on demand

Webinars

Increase Profits while Embracing the 40-Hour Model

11/11/24 LEARN MORE

on demand

Webinars

Get Your Firm Organized for 2025

Participants: Ashley Fontenot, operations director, SMD Consulting & Accounting

11/21/24 LEARN MORE

Blogs

Enrico Palmerino's Journey with Botkeeper and AI in Accounting

In this episode of Canopy’s Practice Success Podcast, guest host Davis Bell, CEO of Canopy, sits down with Enrico Palmerino, the CEO of Botkeeper. They explore the intersection of...

11/13/24 LEARN MORE

Practice Management

A 90-Day Scope Check Clause (and why scope is your new best friend!)

As firm owners, we understand that managing scope is essential for profitability. However, it’s often more challenging than we realize, which is why our firm implemented the...

11/13/24 LEARN MORE